Ruiz & Associates CPA
12-person · Miami, FL
Manual document review consuming senior staff time during tax season.
AI Enablement tier. 90-day focus on document automation and intake.
“Within 60 days our team went from avoiding AI to using it daily.”
Your company either builds internal AI capability or gets left behind. This is how you build it.
A structured operating system with a 90-day roadmap, monthly cadence, and transformation tracking — led by your embedded AI team.
The Monthly Operating System
No ambiguity. No "what should we do?" No drift. Every client gets a structured 4-week cadence that produces results automatically.
KPI review, roadmap adjustment, and priority decisions with leadership
Deep work in 1-2 departments — identifying and improving workflows
1-2 high-impact builds, automations, or workflow transformations
Team training session, impact report delivered, next month pre-loaded
Transformation Scoreboard
The scoreboard shows how your organization is becoming AI-native — transformation progress, not activity logs.
Total employee hours reclaimed through AI automation across departments
Measured productivity improvement vs. pre-transformation baseline
New revenue enabled or costs reduced through AI-powered workflows
Live AI workflows replacing manual, repetitive tasks
Team members who completed AI proficiency assessment and certification
Teams with live AI workflows integrated into daily operations
Operating cost savings from eliminated manual processes
Percentage of employees actively using AI tools weekly
Engagement Tiers
Every tier is delivered by your dedicated Katalize fCAIO team and defined by scope and velocity. You’re buying transformation speed and depth.
Executive cadence, AI roadmap, transformation reporting, training framework, and use-case pipeline. The foundation for becoming AI-native.
Everything in AI Leadership System, plus hands-on workflow implementations and department-level rollout. Where transformation becomes tangible.
Everything in AI Enablement, plus multi-department activation and accelerated initiative velocity. For organizations ready to move fast across the board.
Everything in AI Transformation, plus company-wide rollout with embedded presence and aggressive execution. Total organizational AI adoption.
Featured Results
12-person · Miami, FL
Manual document review consuming senior staff time during tax season.
AI Enablement tier. 90-day focus on document automation and intake.
“Within 60 days our team went from avoiding AI to using it daily.”
38 employees · Charlotte, NC
Quote generation took 3–4 days pulling specs manually across systems.
AI Transformation. Custom quoting workflow integrated with existing ERP.
“Our advisor referred Katalize. The 90-day roadmap stopped the dabbling.”
3 clinics, 45 staff · Tampa, FL
Patient intake averaging 22 min. Staff spending 35% of time on documentation.
AI Transformation. Intake automation and scheduling AI deployment.
“I came to a peer advisory session skeptical. Called Katalize the next morning.”
AI Leadership
Executive AI leadership. Embedded in your organisation. Without the full-time hire.
95% of AI pilots fail to generate growth. The reason is almost always the same: no one owns the outcome.
Aligned to your actual business objectives — revenue, margin, efficiency — not technology trends.
Vendor selection, tool evaluation, risk frameworks, and policy guardrails that protect your investment.
Weekly cadence, department activation, implementation sprints, and transformation reporting — every month.
Develops AI Champions and an Internal Operator so capability stays in-house.
Monthly scorecards, KPI tracking, and roadmap adjustments. Full accountability to leadership.
90-Day Roadmap
Within the first two weeks, every engagement gets a structured 90-day roadmap. Initiatives identified. Departments sequenced. Outcomes defined. Every month after that is execution — not discovery.
AI readiness assessment, initiative identification, department prioritization
6-12 initiatives mapped, department sequence defined, expected outcomes set
Monthly operating system runs against the roadmap. Clear metrics. No drift.
Roadmap refreshes quarterly. Scope expands as maturity grows. Momentum compounds.
Internal Ownership
Your fCAIO team builds your internal AI leadership while serving as your ongoing AI infrastructure. As your teams grow stronger, the system evolves with you — unlocking new capabilities, activating new departments, and keeping your organization at the frontier.
C-level or VP who owns the AI mandate, removes blockers, and ensures organizational commitment to transformation
Day-to-day point of contact who coordinates across departments, manages priorities, and drives execution between sessions
Team members across departments who receive deep training and lead AI adoption within their teams. They become the internal expertise layer.
The greatest risk of the AI era is the loss of human agency. This system ensures your people act rather than are acted upon — building creators, not consumers.
If you're a leader who feels the weight of this moment — who knows AI is transforming your industry but wants your people to lead that transformation, not be replaced by it — this system was built for you. We don't just prepare organizations and walk away. We become your permanent AI infrastructure — growing with you as AI evolves.
| Feature | Katalize | McKinsey Academy | Deloitte | Accenture |
|---|---|---|---|---|
| Pre-Training Assessment | ✅ Comprehensive | ❌ None | ⚠️ Light | ❌ None |
| Training Methodology | ✅ 100% hands-on | ❌ Lecture-heavy | ⚠️ Mixed | ⚠️ Case studies |
| Real Business Workflows | ✅ 40+ workflows | ❌ Theory-focused | ⚠️ Limited | ⚠️ Consulting-based |
| Delivery Flexibility | ✅ 1-5 day options | ❌ Fixed programs | ❌ Rigid | ⚠️ Project-based |
| Skills Certification | ✅ Validated skills | ❌ Completion only | ❌ No certification | ⚠️ Internal only |
| ROI Measurement | ✅ Skills tracking | ❌ No tracking | ⚠️ Survey-based | ⚠️ Project outcomes |
| Ongoing Partnership | ✅ Permanent AI infrastructure | ❌ Project-based exit | ❌ Engagement-based | ⚠️ Retainer optional |
Client Results
Every company on a structured 90-day roadmap with a dedicated fractional CAIO.
“Within 60 days our team went from avoiding AI to using it daily.”
Patricia Ruiz
Owner, Ruiz & Associates CPA
“Our advisor referred Katalize. The 90-day roadmap stopped the dabbling.”
Marcus Webb
CEO, Webb Industrial Coatings
For Partners
Business coaches, fractional executives, and consultants refer Katalize and earn revenue — without adding service delivery.
“My clients trust me to bring them the best. Katalize made that easy.”
Howard Perkins
Business Coach, Perkins Leadership Group
Dallas, TX · 5 clients referred
Katalize stays in its lane. You refer the client, we deliver the transformation, and you stay their trusted advisor. Scope is always respected.
Frequently Asked Questions
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Companies Transformed
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Industries Served
$0.0M
Client Savings
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Retention Rate
See if the AI Transformation System is right for your organization. One strategy call — no commitment, no sales pitch. Just clarity.
The future does not belong to those who wait. It belongs to those who choose to act.
Strategy call · No commitment required · Custom engagement design